Stephanie Link | Personal

Great conversation today on ⁦@CNBCClosingBell⁩ this afternoon. A lot of discussion and debate around AI and the opportunities and disruptions cnbc.com/video/2026/02/…

$GS: CEO says M&A to be meaningfully above 5 yr average - CEOs prioritizing scale and competitive positioning.

So pretty!

$TER: Nice beat and raise w EPS 32% ahead of X. TR rose 44% y/y and EPS ahead of cos high end guide. Strength in AI memory, semi testing, robotics - which is still in early innings.

Busy night of EPS but I am still thrilled for the 4th season of Ted Lasso this summer! forbes.com/sites/jeffconw…

Enjoyed this - thank you

Good read on the memory mkt: bloomberg.com/news/articles/…

Always a great time on @PowerLunch with @SullyCNBC @KellyCNBC!

Great first week of the new year with broadening market participation and solid economic data - getting ready for good EPS ahead. Can’t wait! Have a nice weekend - Please enjoy: Shaboozey - Good news

Great to be on ⁦@CNBCPro discussing one of my favorite names for 2026. $SLB ⁩ cnbc.com/video/2026/01/…

Johnson Redbook same store sales rose 7.1% over New Year's y/y and was up 6.5% y/y in December. #consumer #consuming

Welcome to 2026 music - in addition to a few stock recs along the way! First music choice and a fave of mine - Bob Seger & Jason Aldean - Against the Wind

Happy New Year! May the coming year be full of grand adventures and opportunities.

Trade Tracker: Stephanie Link buys mores $ZTS cnb.cx/4pXLqJa

Incredible my friend. Thank you for sharing.

Clarity from the Fed, rotation, and AI eps this week were great reads for 2026. Enjoy the weekend! The Band - Atlantic City

My case for the consumer and my add to $COF ⁦@HalftimeReport⁩ @CNBC cnbc.com/video/2025/12/…

Always fun to chat ideas with the amazing @PowerLunch team!

Quite the impact from QB Diego Pavia of The Vanderbilt University. The $2.4m NIL didn’t hurt but the coaches portal decisions were top notch and great to see. Congratulations.

More evidence of consumer resilience bloomberg.com/news/articles/…